Crewe Advisors’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Crewe Advisors’s Portfolio ARKX Stock Details ARKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-50	Closed	-$747	–	943
2024 Q1	$747	Hold	50	–	–	﹤0.01%	899
2023 Q4	$771	Hold	50	–	–	﹤0.01%	324
2023 Q3	$689	Hold	50	–	–	﹤0.01%	375
2023 Q2	$760	Hold	50	–	–	﹤0.01%	601
2023 Q1	$700	Hold	50	–	–	﹤0.01%	773
2022 Q4	$620	Hold	50	–	–	﹤0.01%	963
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	1109
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1038
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	447
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	383
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	370
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	427
2021 Q1	$1K	Buy	+50	New	+$1.02K	﹤0.01%	427

Other funds holding ARKX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crewe Advisors's ARKX Position: Q2 2024 in Review

Crewe Advisors sold out of ARK Space & Defense Innovation ETF (ARKX) in Q2 2024, closing a stake of 50 shares — an estimated $747 sold.

Crewe Advisors first reported a position in ARKX in Q1 2021 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 64 funds tracked by Wall St. Rank hold ARKX as of Q2 2024.

Crewe Advisors reported no remaining ARK Space & Defense Innovation ETF position as of Q2 2024 after selling out during the quarter.
Crewe Advisors sold 50 ARK Space & Defense Innovation ETF shares in Q2 2024, an estimated $747.
Crewe Advisors first reported a position in ARK Space & Defense Innovation ETF in Q1 2021 and held it in 13 quarters.
Crewe Advisors's ARK Space & Defense Innovation ETF position peaked at $1K in Q3 2022.
64 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.